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NASDAQ:AAOI News 2 January 2026 - 2 February 2026

Applied Optoelectronics stock jumps 10% — insider sale filing keeps AAOI in play for next week

Applied Optoelectronics stock jumps 10% — insider sale filing keeps AAOI in play for next week

Applied Optoelectronics shares surged 10.2% to $43.61 Friday on volume of about 12 million. A Form 4 filing showed Chief Legal Officer David C. Kuo sold 12,000 shares on Jan. 28 under a pre-arranged plan. The company’s stock is up roughly 25% in January but still posts negative trailing earnings. Investors await the late-February earnings report for further signals.
31 January 2026
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AAOI stock cools in premarket after 21% surge as options heat up and insider files to sell shares

AAOI stock cools in premarket after 21% surge as options heat up and insider files to sell shares

Applied Optoelectronics shares fell 0.6% to $44.95 premarket Thursday after a 21% surge the previous day. Options trading spiked, with call volume quadrupling and implied volatility hitting 116.66%. Insider David Kuo filed to sell 12,000 shares worth about $540,671. Roughly 18% of the float remains short, drawing attention from traders ahead of the next earnings report.
29 January 2026
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Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics shares jumped nearly 18% to $44.05 midday after Oxford Instruments announced a plasma equipment supply deal for AOI’s Texas facility. The agreement supports AOI’s expansion in indium phosphide production for optical transceivers used in AI data centers. Investors also watched the Fed’s policy decision for its impact on tech stocks.
28 January 2026
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Why Applied Optoelectronics (AAOI) stock is down today as tech pulls back

Why Applied Optoelectronics (AAOI) stock is down today as tech pulls back

New York, January 8, 2026, 13:44 (ET) — Regular session Applied Optoelectronics (AAOI.O) slid 14.9% to $32.40 in afternoon trading on Thursday after opening at $37.91, with about 6.2 million shares changing hands. The stock hit an intraday low of $31.70. The drop landed as investors trimmed exposure to big tech, leaving the Nasdaq down about 0.5% around midday even as the Dow rose. “Investors might be repositioning their holdings,” Joe Saluzzi, partner and co-founder at Themis Trading, said, adding it was too soon to call it a lasting rotation away from tech. Other optics and data-center networking names were
8 January 2026
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Lumentum stock slides 8% as optics peers stumble; investors eye February earnings update

Lumentum stock slides 8% as optics peers stumble; investors eye February earnings update

New York, January 5, 2026, 15:24 EST — Regular session Shares of Lumentum Holdings Inc fell about 7.6% on Monday, extending a selloff across parts of the optical networking space even as the broader U.S. equity market held higher. The slide matters because Lumentum has been one of the standout winners tied to the buildout of AI data centers, leaving little room for disappointment as investors refocus on valuation and the next set of results. Lumentum closed at $386.11 on Friday, close to the 52-week high of $401.60 it hit on Dec. 24, and the stock is up about 326.9%
5 January 2026
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AAOI stock slides nearly 11% after $41 pop; what Applied Optoelectronics investors watch next

AAOI stock slides nearly 11% after $41 pop; what Applied Optoelectronics investors watch next

New York, Jan 5, 2026, 13:30 EST — Regular session Applied Optoelectronics, Inc. (AAOI) shares fell nearly 11% on Monday, erasing an early jump that briefly lifted the stock above $41. The retreat came even as broader U.S. equities and chip-related names traded higher, underlining how quickly positioning can flip in the optical components maker. Applied Optoelectronics sells optical transceivers — plug-in hardware that converts electrical signals into light to move data through fiber. Why it matters now: the stock has become a high-beta proxy for capital spending on AI-linked data centers, where demand is shifting toward faster links. Investors
5 January 2026
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Applied Optoelectronics stock jumps 14% to start 2026 as AI data-center optics rally

Applied Optoelectronics stock jumps 14% to start 2026 as AI data-center optics rally

NEW YORK, January 4, 2026, 07:17 ET — Market closed Applied Optoelectronics’ shares jumped 13.6% in the last regular session on Friday, closing at $39.60. The stock traded between $35.82 and $40.06 during the session. The outsized move mattered because it came on the first trading day of 2026, when positioning and thinner liquidity can amplify swings in smaller, higher-volatility names. “Value is outperforming growth and AI infrastructure is up,” said Jed Ellerbroek, portfolio manager at Argent Capital, describing Friday’s broader tape. Reuters Applied Optoelectronics’ gain also landed alongside strength in optical and networking peers. Lumentum rose 4.7%, Coherent climbed
4 January 2026
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AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

NEW YORK, Jan 3, 2026, 19:00 ET — Market closed Shares of Applied Optoelectronics rose 13.6% to $39.60 on Friday, the first U.S. trading session of 2026, after swinging between $35.82 and $40.06. The sharp move matters because investors are resetting portfolios for the new year and revisiting “AI infrastructure” trades tied to data-center spending, where optical hardware is a key bottleneck. Friday’s gains also looked sector-wide. Lumentum rose 4.7%, Coherent gained 5.3% and Ciena advanced 5.2%, helping pull smaller optics suppliers higher. The rally came on a day when Wall Street finished mixed and Treasury yields moved higher, with
4 January 2026
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AAOI stock jumps 14% to start 2026 — what’s driving Applied Optoelectronics shares now

AAOI stock jumps 14% to start 2026 — what’s driving Applied Optoelectronics shares now

NEW YORK, January 3, 2026, 10:48 ET — Market closed. Shares of Applied Optoelectronics Inc (AAOI) closed up 13.6% at $39.60 on Friday, kicking off 2026 with a sharp move for the optical components maker. The stock traded between $35.76 and $40.10 and logged about 4.85 million shares in volume. The move matters because AAOI has become a high-volatility proxy for demand tied to faster links inside cloud data centers — a trade that can move quickly when risk appetite shifts. The stock is also within reach of its 52-week high of $41.96 after a year that has seen a
3 January 2026
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Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

NEW YORK, January 2, 2026, 3:14 PM ET — Regular session Shares of Lumentum Holdings Inc (LITE) rose 4.3% to $384.31 in afternoon trading on Friday, extending a strong run in AI-linked optical hardware names. The stock has traded between $374.87 and $391.92 so far in the session. The move matters because Lumentum is closely tied to cloud and data-center spending, where investors have been quick to reward suppliers seen as exposed to the build-out of AI computing. With 2026 getting underway, traders are testing whether last year’s risk appetite is still intact — especially in growth stocks that tend
2 January 2026
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Stock Market Today

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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